Are you responsible for developing relationships with constituents in your portfolio? In this session, learn how to use Raiser’s Edge NXT tools to review what’s going on with your portfolio. Learn how to assess high-potential major donors. Identify who in your portfolio is ready for an opportunity proposal. Stay plugged in with your constituents.

Learning Objectives:

• Identify Raiser’s Edge NXT tools to review portfolios

• Use Raiser’s Edge NXT tools to assess major donors

• Review opportunities and constituents

Suggested Prerequisites:

• Raiser’s Edge NXT / Fundamentals: Overview and Constituents

• Raiser’s Edge NXT / Fundamentals: Gift Management